Support wealth advisors with client files, CRM records, and meeting preparation in an in office Senior Wealth Associate role in Regina.
Thrive Wealth Strategies is seeking a Wealth Associate or Senior Wealth Associate for its Regina practice. You will provide administrative support, client service, research assistance, and business-plan execution. The role supports advisors serving credit union members and communities through wealth planning, investment advice, retirement savings, estate planning, and protection advice.
Key Responsibilities:
Manage client files and accounts with accuracy
Prepare advisor meetings and generate reports
Support research and business-plan execution
Build robust relationships with clients and stakeholders
Maintain compliant CRM and Analytic systems information
Requirements:
Customer service or administrative support experience
Solid written and verbal communication skills
Post-secondary finance, business, commerce, or related education is an asset
CRM experience and financial industry experience are assets
CIRO license required for the Senior position
Apply your detail-oriented administrative, client-service, and relationship-building strengths to wealth management at Thrive Wealth Strategies.